Keep a useful review of your Affinity people directory
Get a recurring summary of person records so relationship context is easier to revisit and discuss.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get all persons
Lists people.
Why this helps
Important relationship details are hard to revisit when a directory is large and no review starts with a clear overview.
- Make person records easier to scan in a recurring report.
- Use returned fields to guide relationship reviews.
- Flag where special bulk access or additional field selection may be needed.
Setup
Build it in a few focused steps.
- 1Connect Airtop and Affinity once in the Notis portal.
- 2In Automations, create a new automation with a name, prompt, and report channel.
- 3Ask Notis to retrieve person records and summarize the available data for a relationship review.
- 4Pick a recurring schedule and report destination.
- 5Test with one real run and check what data is available.
Questions about this workflow
Can this retrieve every person record?
The action supports paginated person data, and bulk extraction may require special permissions.
Can it include custom fields?
The action supports requested field ids or types; the report is limited to the data available through the action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtop to Affinity. A trigger fires from one place; an action lands in another.
Airtop triggers
Affinity actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get a company s list entries
Summarizes a company’s entries across all lists.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get a company s lists
Lists the lists that contain a company.
Get all companies
Lists companies.
Get all list entries on a list
Lists entries on a selected list.
Get all list entries on a saved view
Lists entries in a saved view.
Get all opportunities
Lists opportunities.
Get all persons
Lists people.
Get a person s list entries
Summarizes a person’s entries across all lists.
Connect any two apps with Notis in the middle.
Airtop and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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